Podcasts Other Actionable Marketing Podcast AMP170: How Marketing Consultants Can Successfully Onboard Clients Onto Software Platforms (Even When They're Used to Using Different Tools) With Andrea Moxham from Horseshoe & Co.

AMP170: How Marketing Consultants Can Successfully Onboard Clients Onto Software Platforms (Even When They're Used to Using Different Tools) With Andrea Moxham from Horseshoe & Co.

Published: Feb. 4, 2020, noon

Excuses, excuses. Too many tools? Too complicated? Too stressful? It takes time and help to learn how to use new software effectively, especially if you don’t use it regularly. How can marketers successfully onboard new clients and convince them to switch to new software tools and platforms? 

Today’s guest is Andrea Moxham, co-founder and co-owner of Horseshoe & Co. The HubSpot consultancy and partner program member helps businesses understand how to use the comprehensive marketing automation tool to create a cohesive inbound marketing strategy. 

Some of the highlights of the show include: 

  • Common Challenges: Clients struggle to seamlessly transition to HubSpot and how to use its workflow feature 
  • Getting Started: Audit, segment, strategize, scale, and streamline sales and marketing processes
  • Resistance or Skepticism? HubSpot ranks highly and doesn’t need buy-in from most decision makers 
  • Horseshoe & Co.’s Onboarding Process: 
    • Focus solely on HubSpot
    • Focus on customer service, sales, marketing, and other initiatives 
    • Wish List: What do customers want to get out of HubSpot?
  • Key to Success: Establish effective communication and expectations early on

Links: